September 29, 2014
Skylar Dubrow, CPA
Blog
I’ve recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents.
The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with caring for the elderly, esp. as it relates to their finances and estate. One of the biggest problems is that many folks are confused about the terminology involved —
Read MoreSeptember 22, 2014Skylar Dubrow, CPABlog
First of all, there’s this: http://www.usatoday.com/story/money/columnist/tompor/2014/09/21/susan-tompor-tax-refunds-will-be-cut-for-some-who-get-health-credits/15958211/
Health insurance is set to now become part of our tax preparation process. This is the opening salvo.
If you have friends who received one of these notices, we can help. Send them our way: (818) 889-7285
But moving on, I wrote a few weeks ago about the hidden financial mistakes which even some of our wealthiest clients fall into.
Read MoreSeptember 15, 2014Skylar Dubrow, CPABlog
In the course of our daily work here at The Dubrow Group, CPA’s, we not only work with tax forms and legal/financial documents a TON … but we also get a regular crash course, via those documents, on how people (our clients, mostly) have arrived to the place where they actually have something to *protect*.
In short, we get to be around a great many well-accomplished families.
Read MoreSeptember 1, 2014Skylar Dubrow, CPABlog
Labor day comes at me like a rush, every year. There’s a corporate tax deadline on the 15th of September to keep me busy and focused … but the truth of the matter is that the beginning of fall means that my team and I start to get real focused now.
Winter is coming. (Which means tax season.
Read MoreAugust 25, 2014Skylar Dubrow, CPABlog
Being a Thousand Oaks tax professional, I get all kinds of questions throughout the year when it comes to taxes.
But whether at social gatherings, sporting events or even business networking functions, one of the most common ones I receive is: Can I write this off?
Well, allow me, today, to set the record straight on all this for you.
Read MoreAugust 11, 2014Skylar Dubrow, CPABlog
If you’ve been paying attention to the news the last few weeks, it seems that we’ve been reeling a bit as a nation, and on the world stage. However, it looks like the Ebola mess may be a little more contained than was initially feared (though still very terrible). The mess in the Middle East is no less hairy, but the Dow is recovering a little from last week’s low.
Read MoreAugust 4, 2014Skylar Dubrow, CPABlog
Israel and Palestine.
The Ukraine and Russia.
The mess at the border (and in Congress).
Ebola.
And in the middle of it all, we’re all facing our own private fears, struggles and frustrations.
So … may I remind you of a few things?
Dubrow CPA’s Key Reminder #1: What you choose to “ingest”
Read MoreMay 19, 2014Skylar Dubrow, CPABlog
Many things have changed, even just around here in the Thousand Oaks area.
Time was, families were used to be dealing with elderly parents, young children … and everything in between, all in one house! This is less common now, and as a result, many Thousand Oaks families are actually unprepared for how to handle it — simply because models are much less plentiful.
Read MoreMay 12, 2014Skylar Dubrow, CPABlog
Well Thousand Oaks, our rite of spring is past.
No, I’m not talking about Cinco De Mayo … rather, the NFL Draft is over, and three precious days of watching paint dry come to an end. Ah, spring.
Yes, I know serious football fans love this stuff (as do the television networks, not coincidentally), but so much oxygen has been consumed based on pure speculation that it’s becoming more and more clear how football-obsessed our culture is.
Read MoreApril 28, 2014Skylar Dubrow, CPABlog
Ahhh, spring in Thousand Oaks.
When the temps are rising, and the trees don’t seem so desolate … and am I right that the angle of the sun is a bit less harsh?
Or maybe it’s just because tax season has finished and I’m getting more sleep? 🙂 (Team Dubrow CPA probably thinks so!)
Well,
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Preparing a correct and accurate tax return is our priority. We proudly stand behind our work and if a mistake does happen that is our fault, we will immediate correct the mistake and gladly refund your money if requested.
If any penalties or interest are incurred due to our mistake, we will do everything we can to fix the problem and cover any penalties should they arise.
We feel so confident in our processes to account for all deductions and uncover hidden deductions that we guarantee that you will pay the lowest amount of taxes legally possible. We spend a good amount of time correcting and fixing other so called tax pros mistakes and oversights.
We are so committed to giving out clients the best service. We do this by taking thte time to understand our clients situation and asking the right questions to make sure every deduction is accounted for. And remember we work for you, NOT the IRS.
Not only do we prepare an accurate tax return, we will inform you of tax saving strategies and best record keeping practices should we see fit.
Starting January 1, 2017, all our returns come with our “Silver” Stress Free Audit Insurance, FREE with paid tax preparation. Our Silver package includes our full support when handling IRS and State Notices for the 2016 tax year. If you receive a notice, send it to us and we will work with you to organize the required documentation and we will respond to the IRS on your behalf.
“Many tax experts are predicting an increase in IRS audits (because of the system automation), as well as an increase in audits by the state”
Our Gold Package adds our representation for an actual IRS audit for the current year. Whether it be an “audit by mail”, or an actual audit at one of the IRS locations, we will work with you to compile all the necessary documentation and represent you in front of the IRS for no additional charge. Our fees to represent our clients in an audit scenario can range from $1000- $2500 & up depending on time and complexities.
Our Gold option is an optional add on service & not included with regular tax preparation. Gold protection covers the current tax year only regardless of when you get audited.
The IRS and state authorities are behind in auditing tax returns and matching reporting documents to tax returns.They are currently working on 2012 & 2013 years.
Our Platinum level package covers you for a period of 7 years. It Is just like our Gold package, but it includes the currtent year and 6 prior years. We will provide audit coverage for prior years tax returns, even if we did not prepare them.
How is that for taking care of our clients! Once the Platinum level package is purchased, only the gold level will be required in future years as the previous years have been protected by the one time Platinum purchase.